AVANT CAPITAL, LLC
Firm details
- Headquarters
- LAFAYETTE, Louisiana
- CRD number
- 167961
- Registered since
- January 10, 2022
- Website
- www.avantcapitalllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI63.36%
- Individuals35.01%
- Pension & Profit Sharing Plans1.54%
- Corporations / Businesses0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Avant Capital, LLC is an independent, SEC-registered registered investment adviser that works primarily with individual and family clients. The firm, organized as an LLC and owned by an individual, provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. It also operates as an insurance broker. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. The firm is not positioned as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities11%
- Cash & Cash Equivalents7%
- Other2%
Contacts
3 of 3Walter Kilby
Investment Advisor RepresentativeCRD 8242660
LISA AVANT
MemberCRD 3216690
MARK AVANT
Founder & Investment AdvisorCRD 2218785
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 69Active vs passive
$137M in ETFs
93%
$128M
3%
$9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND (DGRW) | Wisdom Tree | Passive | Large Blend | $9.8M | 111,860 | 7.19% |
Location
LAFAYETTE, LA
LAFAYETTE
Location
LAFAYETTE, LA
Headquartered in LAFAYETTE, LA, anchoring the Lafayette-Opelousas-Morgan City, LA metro in the South.
- Metro area
- Lafayette-Opelousas-Morgan City, LA
- Region
- South
- County
- LAFAYETTE
- Address
- 500 Richland Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
STONE WEALTH PARTNERS LLC
RIALAFAYETTE, LA
APEX CAPITAL MANAGEMENT, L.L.C.
RIALAFAYETTE, LA
BARTON ADVISORY SERVICES, L.L.C.
RIALAFAYETTE, LA
PARISH INVESTMENT ADVISORS LLC
RIALAFAYETTE, LA
FINAL ASCENT WEALTH ADVISORS, LLC
RIALAFAYETTE, LA
VERMILION ASSET MANAGEMENT, LLC
RIALAFAYETTE, LA